JNBA Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $962K | Buy |
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|
2024
Q3 | $976K | Sell |
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|
2024
Q2 | $957K | Sell |
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|
2024
Q1 | $985K | Sell |
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|
2023
Q4 | $988K | Buy |
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|
2023
Q3 | $875K | Sell |
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|
2023
Q2 | $936K | Buy |
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|
2023
Q1 | $866K | Buy |
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|
2022
Q4 | $791K | Buy |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $695K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $330K | Buy |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q3 | $173K | Buy |
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|
2020
Q2 | $155K | Buy |
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|
2020
Q1 | $89K | Buy |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $8K | Buy |
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|
2018
Q4 | $3K | Sell |
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|
2018
Q3 | $400K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $409K | Buy |
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